Sponsored

The Analysis of Longview Financial Advisors LLC's Holdings & P&L

Currently, Longview Financial Advisors LLC holds 150 types of securities in its portfolio with a total value $202.4M. In the most recent quarter, they have increased their positions in JPIE (+51.5K shares, valued at $2.4M), VCIT (+23.8K shares, valued at $2.0M), N/A (+32.6K shares, valued at $1.6M); decreased their positions in CAT (-387 shares, valued at $412.1K), DFEM (-7.0K shares, valued at $284.3K), IGSB (-4.1K shares, valued at $214.6K); initiated new positions in N/A (+32.6K shares, valued at $1.6M), IBTG (+2.5K shares, valued at $56.5K), IBTH (+2.5K shares, valued at $56.4K).

1M P&L

-3.3M-1.67%

3M P&L

-969.8K-0.49%

HY P&L

+11.3M+6.11%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A191.7M

97.0%

2Consumer Electronics1.7M

0.9%

3Farm & Heavy Construction Machinery799.7K

0.4%

Top Industries by Stock Count

1N/A93 stocks

69.9%

2Internet Content & Information3 stocks

2.3%

3Capital Markets3 stocks

2.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFAC DIMENSIONAL ETF TRUST704.9K shares1.12%2026-06-302026-07-14

JPIE J P MORGAN EXCHANGE TRADED F571.6K shares9.90%2026-06-302026-07-14

VCSH VANGUARD SCOTTSDALE FDS270.1K shares0.58%2026-06-302026-07-14

VCIT VANGUARD SCOTTSDALE FDS242.5K shares10.86%2026-06-302026-07-14

HELO J P MORGAN EXCHANGE TRADED F288.9K shares8.30%2026-06-302026-07-14

VGIT VANGUARD SCOTTSDALE FDS287.1K shares4.22%2026-06-302026-07-14

DFLV DIMENSIONAL ETF TRUST233.4K shares1.91%2026-06-302026-07-14

DFEM DIMENSIONAL ETF TRUST176.6K shares-3.81%2026-06-302026-07-14

Sponsored

DISV DIMENSIONAL ETF TRUST163.1K shares2.22%2026-06-302026-07-14

DFIC DIMENSIONAL ETF TRUST159.6K shares6.00%2026-06-302026-07-14

IEI ISHARES TR30.5K shares-2.93%2026-06-302026-07-14

DFSU DIMENSIONAL ETF TRUST71.1K shares-0.33%2026-06-302026-07-14

DFGR DIMENSIONAL ETF TRUST113.5K shares5.16%2026-06-302026-07-14

AAPL APPLE INC5.9K shares0.00%2026-06-302026-07-14

DFSE DIMENSIONAL ETF TRUST34.1K shares-8.93%2026-06-302026-07-14

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F32.6K sharesnew addition2026-06-302026-07-14

Sponsored

DFSI DIMENSIONAL ETF TRUST32.2K shares-1.44%2026-06-302026-07-14

IGSB ISHARES TR24.5K shares-14.31%2026-06-302026-07-14

DFIV DIMENSIONAL ETF TRUST22.7K shares0.00%2026-06-302026-07-14

DFAI DIMENSIONAL ETF TRUST28.6K shares-10.98%2026-06-302026-07-14

ACWI ISHARES TR6.8K shares-4.44%2026-06-302026-07-14

DFAU DIMENSIONAL ETF TRUST18.5K shares-0.61%2026-06-302026-07-14

XLK SELECT SECTOR SPDR TR4.4K shares0.00%2026-06-302026-07-14

DFUV DIMENSIONAL ETF TRUST15.0K shares-0.36%2026-06-302026-07-14

Sponsored

CAT CATERPILLAR INC751 shares-34.01%2026-06-302026-07-14

META PLATFORMS INC META PLATFORMS INC1.4K shares-0.44%2026-06-302026-07-14

VANGUARD INDEX FDS VANGUARD INDEX FDS2.0K shares0.00%2026-06-302026-07-14

DLS WISDOMTREE TR8.4K shares-4.07%2026-06-302026-07-14

REET ISHARES TR25.0K shares-0.40%2026-06-302026-07-14

DFAE DIMENSIONAL ETF TRUST15.5K shares-5.02%2026-06-302026-07-14

JPMORGAN CHASE & CO JPMORGAN CHASE & CO1.3K shares-3.61%2026-06-302026-07-14

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T527 shares0.00%2026-06-302026-07-14

Sponsored

AMZN AMAZON COM INC1.6K shares0.00%2026-06-302026-07-14

VEA VANGUARD TAX-MANAGED FDS5.1K shares0.00%2026-06-302026-07-14

GOOGL ALPHABET INC1.0K shares0.00%2026-06-302026-07-14

ISHARES TR ISHARES TR3.7K shares0.00%2026-06-302026-07-14

VWO VANGUARD INTL EQUITY INDEX F5.9K shares-0.10%2026-06-302026-07-14

NVDA NVIDIA CORPORATION1.7K shares-10.31%2026-06-302026-07-14

LRCX LAM RESEARCH CORP700 shares0.00%2026-06-302026-07-14

MS MORGAN STANLEY1.5K shares0.00%2026-06-302026-07-14

Sponsored

QUAL ISHARES TR1.3K shares0.00%2026-06-302026-07-14

MSFT MICROSOFT CORP649 shares0.00%2026-06-302026-07-14

VTV VANGUARD INDEX FDS1.1K shares0.00%2026-06-302026-07-14

SPTM SPDR SERIES TRUST2.2K shares0.00%2026-06-302026-07-14

SUSA ISHARES TR1.3K shares-4.06%2026-06-302026-07-14

MDY STATE STR SPDR S&P MIDCAP 40244 shares0.00%2026-06-302026-07-14

SCZ ISHARES TR2.0K shares0.00%2026-06-302026-07-14

IJS ISHARES TR1.2K shares0.00%2026-06-302026-07-14

Sponsored

SCHW SCHWAB CHARLES CORP1.7K shares0.12%2026-06-302026-07-14

AOA ISHARES TR1.5K shares-30.64%2026-06-302026-07-14

WFC WELLS FARGO & CO1.7K shares0.00%2026-06-302026-07-14

SPMD SPDR SERIES TRUST2.0K shares0.00%2026-06-302026-07-14

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION137 shares-30.10%2026-06-302026-07-14

HMOP HARTFORD FDS EXCHANGE TRADED3.0K shares0.00%2026-06-302026-07-14

JMUB J P MORGAN EXCHANGE TRADED F2.3K shares0.00%2026-06-302026-07-14

VSGX VANGUARD WORLD FD1.4K shares-2.31%2026-06-302026-07-14

Sponsored

PH PARKER-HANNIFIN CORP111 shares0.00%2026-06-302026-07-14

GS GOLDMAN SACHS GROUP INC102 shares0.00%2026-06-302026-07-14

JMST J P MORGAN EXCHANGE TRADED F2.0K shares0.00%2026-06-302026-07-14

TSM TAIWAN SEMICONDUCTOR MANUFAC210 shares0.00%2026-06-302026-07-14

BROADCOM INC BROADCOM INC261 shares0.00%2026-06-302026-07-14

IUSG ISHARES TR515 shares0.00%2026-06-302026-07-14

HEQT SIMPLIFY EXCHANGE TRADED FUN2.7K shares12.43%2026-06-302026-07-14

VTR VENTAS INC1.0K shares0.00%2026-06-302026-07-14

Sponsored

IJT ISHARES TR500 shares0.00%2026-06-302026-07-14

SCHG SCHWAB STRATEGIC TR2.5K shares0.00%2026-06-302026-07-14

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC105 shares-5.41%2026-06-302026-07-14

ITOT ISHARES TR480 shares0.00%2026-06-302026-07-14

JQUA J P MORGAN EXCHANGE TRADED F1.1K shares0.00%2026-06-302026-07-14

EFA ISHARES TR728 shares0.00%2026-06-302026-07-14

CGW INVESCO EXCH TRADED FD TR II1.1K shares0.00%2026-06-302026-07-14

IWD ISHARES TR286 shares0.00%2026-06-302026-07-14

Sponsored

EMXF ISHARES TR1.2K shares-39.35%2026-06-302026-07-14

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F1.1K shares0.00%2026-06-302026-07-14

SPYV SPDR SERIES TRUST1.0K shares0.00%2026-06-302026-07-14

WMT WALMART INC519 shares-4.24%2026-06-302026-07-14

PHM PULTE GROUP INC426 shares0.00%2026-06-302026-07-14

RBA RB GLOBAL INC497 shares0.00%2026-06-302026-07-14

IBTG ISHARES TR2.5K sharesnew addition2026-06-302026-07-14

IBTH ISHARES TR2.5K sharesnew addition2026-06-302026-07-14

Sponsored

IBTI ISHARES TR2.5K sharesnew addition2026-06-302026-07-14

IBTJ ISHARES TR2.6K sharesnew addition2026-06-302026-07-14

YORW YORK WTR CO1.8K shares0.00%2026-06-302026-07-14

TJX TJX COS INC NEW352 shares0.00%2026-06-302026-07-14

KRE SPDR SERIES TRUST700 shares0.00%2026-06-302026-07-14

VTEB VANGUARD MUN BD FDS1.0K shares0.00%2026-06-302026-07-14

TM TOYOTA MOTOR CORP280 shares0.00%2026-06-302026-07-14

SPDW SPDR INDEX SHS FDS850 shares0.00%2026-06-302026-07-14

Sponsored

VIG VANGUARD SPECIALIZED FUNDS175 shares0.00%2026-06-302026-07-14

MINT PIMCO ETF TR410 shares0.99%2026-06-302026-07-14

TDG TRANSDIGM GROUP INC31 shares-18.42%2026-06-302026-07-14

GEV GE VERNOVA INC35 shares0.00%2026-06-302026-07-14

BLK BLACKROCK INC41 shares0.00%2026-06-302026-07-14

SHW SHERWIN WILLIAMS CO98 shares-14.04%2026-06-302026-07-14

DLN WISDOMTREE TR348 shares0.00%2026-06-302026-07-14

TQQQ PROSHARES TR376 shares0.00%2026-06-302026-07-14

Sponsored

ISTB ISHARES TR619 shares0.00%2026-06-302026-07-14

DEM WISDOMTREE TR555 shares0.00%2026-06-302026-07-14

VBR VANGUARD INDEX FDS120 shares0.00%2026-06-302026-07-14

RWT REDWOOD TRUST INC6.0K shares0.00%2026-06-302026-07-14

SDY SPDR SERIES TRUST182 shares0.00%2026-06-302026-07-14

TCBK TRICO BANCSHARES511 shares0.00%2026-06-302026-07-14

UNP UNION PAC CORP100 shares0.00%2026-06-302026-07-14

JNJ JOHNSON & JOHNSON107 shares0.00%2026-06-302026-07-14

Sponsored

SUB ISHARES TR250 shares0.00%2026-06-302026-07-14

LLY ELI LILLY & CO22 shares0.00%2026-06-302026-07-14

SYK STRYKER CORPORATION81 shares0.00%2026-06-302026-07-14

IBTL ISHARES TR1.2K sharesnew addition2026-06-302026-07-14

VNQ VANGUARD INDEX FDS254 shares0.00%2026-06-302026-07-14

HD HOME DEPOT INC68 shares-18.07%2026-06-302026-07-14

EOG EOG RES INC182 shares0.00%2026-06-302026-07-14

J JACOBS SOLUTIONS INC187 shares0.00%2026-06-302026-07-14

Sponsored

ESGD ISHARES TR222 shares0.00%2026-06-302026-07-14

IBTK ISHARES TR1.1K sharesnew addition2026-06-302026-07-14

WASTE MGMT INC DEL WASTE MGMT INC DEL100 shares0.00%2026-06-302026-07-14

EEM ISHARES TR309 shares-6.65%2026-06-302026-07-14

ETN EATON CORP PLC49 shares0.00%2026-06-302026-07-14

SPEM SPDR INDEX SHS FDS372 shares0.00%2026-06-302026-07-14

BSV VANGUARD BD INDEX FDS240 shares60.00%2026-06-302026-07-14

BBCA J P MORGAN EXCHANGE TRADED F166 shares0.00%2026-06-302026-07-14

Sponsored

ISHARES TR ISHARES TR22 shares0.00%2026-06-302026-07-14

EXXON MOBIL CORP EXXON MOBIL CORP119 shares0.00%2026-06-302026-07-14

IWO ISHARES TR38 shares0.00%2026-06-302026-07-14

GOOG ALPHABET INC40 shares0.00%2026-06-302026-07-14

AVUV AMERICAN CENTY ETF TR111 shares0.00%2026-06-302026-07-14

IJH ISHARES TR175 shares0.00%2026-06-302026-07-14

HOLA J P MORGAN EXCHANGE TRADED F226 shares0.00%2026-06-302026-07-14

SPGM SPDR INDEX SHS FDS143 shares-21.86%2026-06-302026-07-14

Sponsored

CVX CHEVRON CORPORATION68 shares0.00%2026-06-302026-07-14

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC49 sharesnew addition2026-06-302026-07-14

RTX CORPORATION RTX CORPORATION47 shares0.00%2026-06-302026-07-14

AMT AMERICAN TOWER CORP47 shares0.00%2026-06-302026-07-14

PINS PINTEREST INC280 shares0.00%2026-06-302026-07-14

IWN ISHARES TR22 shares0.00%2026-06-302026-07-14

MGK VANGUARD WORLD FD50 shares400.00%2026-06-302026-07-14

RWO SPDR INDEX SHS FDS81 shares0.00%2026-06-302026-07-14

Sponsored

PLD PROLOGIS INC.26 shares0.00%2026-06-302026-07-14

DFAW DIMENSIONAL ETF TRUST41 shares5.13%2026-06-302026-07-14

SOLS SOLSTICE ADVANCED MATLS INC24 shares0.00%2026-06-302026-07-14

UPRO PROSHARES TR10 shares0.00%2026-06-302026-07-14

MUB ISHARES TR13 shares0.00%2026-06-302026-07-14

IEMG ISHARES INC12 shares0.00%2026-06-302026-07-14

VOE VANGUARD INDEX FDS5 shares0.00%2026-06-302026-07-14

TFI SPDR SERIES TRUST21 shares0.00%2026-06-302026-07-14

Sponsored

EMB ISHARES TR6 shares0.00%2026-06-302026-07-14

IAGG ISHARES TR6 shares0.00%2026-06-302026-07-14

ISHARES TR ISHARES TR3 shares0.00%2026-06-302026-07-14

SPDR SERIES TRUST SPDR SERIES TRUST3 shares0.00%2026-06-302026-07-14

BNDX VANGUARD CHARLOTTE FDS4 shares0.00%2026-06-302026-07-14

STIP ISHARES TR1 shares0.00%2026-06-302026-07-14

DFAC

DIMENSIONAL ETF TRUST

1.12%

Shares704.9K

Event2026-06-30

Filed2026-07-14

JPIE

J P MORGAN EXCHANGE TRADED F

9.90%

Shares571.6K

Event2026-06-30

Filed2026-07-14

VCSH

VANGUARD SCOTTSDALE FDS

0.58%

Shares270.1K

Event2026-06-30

Filed2026-07-14

VCIT

VANGUARD SCOTTSDALE FDS

10.86%

Shares242.5K

Event2026-06-30

Filed2026-07-14

HELO

J P MORGAN EXCHANGE TRADED F

8.30%

Shares288.9K

Event2026-06-30

Filed2026-07-14

VGIT

VANGUARD SCOTTSDALE FDS

4.22%

Shares287.1K

Event2026-06-30

Filed2026-07-14

DFLV

DIMENSIONAL ETF TRUST

1.91%

Shares233.4K

Event2026-06-30

Filed2026-07-14

DFEM

DIMENSIONAL ETF TRUST

-3.81%

Shares176.6K

Event2026-06-30

Filed2026-07-14

DISV

DIMENSIONAL ETF TRUST

2.22%

Shares163.1K

Event2026-06-30

Filed2026-07-14

DFIC

DIMENSIONAL ETF TRUST

6.00%

Shares159.6K

Event2026-06-30

Filed2026-07-14

IEI

ISHARES TR

-2.93%

Shares30.5K

Event2026-06-30

Filed2026-07-14

DFSU

DIMENSIONAL ETF TRUST

-0.33%

Shares71.1K

Event2026-06-30

Filed2026-07-14

DFGR

DIMENSIONAL ETF TRUST

5.16%

Shares113.5K

Event2026-06-30

Filed2026-07-14

AAPL

APPLE INC

0.00%

Shares5.9K

Event2026-06-30

Filed2026-07-14

DFSE

DIMENSIONAL ETF TRUST

-8.93%

Shares34.1K

Event2026-06-30

Filed2026-07-14

J P MORGAN EXCHANGE TRADED F

New

Shares32.6K

Event2026-06-30

Filed2026-07-14

DFSI

DIMENSIONAL ETF TRUST

-1.44%

Shares32.2K

Event2026-06-30

Filed2026-07-14

IGSB

ISHARES TR

-14.31%

Shares24.5K

Event2026-06-30

Filed2026-07-14

DFIV

DIMENSIONAL ETF TRUST

0.00%

Shares22.7K

Event2026-06-30

Filed2026-07-14

DFAI

DIMENSIONAL ETF TRUST

-10.98%

Shares28.6K

Event2026-06-30

Filed2026-07-14

ACWI

ISHARES TR

-4.44%

Shares6.8K

Event2026-06-30

Filed2026-07-14

DFAU

DIMENSIONAL ETF TRUST

-0.61%

Shares18.5K

Event2026-06-30

Filed2026-07-14

XLK

SELECT SECTOR SPDR TR

0.00%

Shares4.4K

Event2026-06-30

Filed2026-07-14

DFUV

DIMENSIONAL ETF TRUST

-0.36%

Shares15.0K

Event2026-06-30

Filed2026-07-14

CAT

CATERPILLAR INC

-34.01%

Shares751

Event2026-06-30

Filed2026-07-14

META PLATFORMS INC

-0.44%

Shares1.4K

Event2026-06-30

Filed2026-07-14

VANGUARD INDEX FDS

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-14

DLS

WISDOMTREE TR

-4.07%

Shares8.4K

Event2026-06-30

Filed2026-07-14

REET

ISHARES TR

-0.40%

Shares25.0K

Event2026-06-30

Filed2026-07-14

DFAE

DIMENSIONAL ETF TRUST

-5.02%

Shares15.5K

Event2026-06-30

Filed2026-07-14

JPMORGAN CHASE & CO

-3.61%

Shares1.3K

Event2026-06-30

Filed2026-07-14

STATE STR SPDR S&P 500 ETF T

0.00%

Shares527

Event2026-06-30

Filed2026-07-14

AMZN

AMAZON COM INC

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-14

VEA

VANGUARD TAX-MANAGED FDS

0.00%

Shares5.1K

Event2026-06-30

Filed2026-07-14

GOOGL

ALPHABET INC

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-14

ISHARES TR

0.00%

Shares3.7K

Event2026-06-30

Filed2026-07-14

VWO

VANGUARD INTL EQUITY INDEX F

-0.10%

Shares5.9K

Event2026-06-30

Filed2026-07-14

NVDA

NVIDIA CORPORATION

-10.31%

Shares1.7K

Event2026-06-30

Filed2026-07-14

LRCX

LAM RESEARCH CORP

0.00%

Shares700

Event2026-06-30

Filed2026-07-14

MORGAN STANLEY

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-14

QUAL

ISHARES TR

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-14

MSFT

MICROSOFT CORP

0.00%

Shares649

Event2026-06-30

Filed2026-07-14

VTV

VANGUARD INDEX FDS

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-14

SPTM

SPDR SERIES TRUST

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-14

SUSA

ISHARES TR

-4.06%

Shares1.3K

Event2026-06-30

Filed2026-07-14

MDY

STATE STR SPDR S&P MIDCAP 40

0.00%

Shares244

Event2026-06-30

Filed2026-07-14

SCZ

ISHARES TR

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-14

IJS

ISHARES TR

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-14

SCHW

SCHWAB CHARLES CORP

0.12%

Shares1.7K

Event2026-06-30

Filed2026-07-14

AOA

ISHARES TR

-30.64%

Shares1.5K

Event2026-06-30

Filed2026-07-14

WFC

WELLS FARGO & CO

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-14

SPMD

SPDR SERIES TRUST

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-14

COSTCO WHOLESALE CORPORATION

-30.10%

Shares137

Event2026-06-30

Filed2026-07-14

HMOP

HARTFORD FDS EXCHANGE TRADED

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-14

JMUB

J P MORGAN EXCHANGE TRADED F

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-14

VSGX

VANGUARD WORLD FD

-2.31%

Shares1.4K

Event2026-06-30

Filed2026-07-14

PARKER-HANNIFIN CORP

0.00%

Shares111

Event2026-06-30

Filed2026-07-14

GOLDMAN SACHS GROUP INC

0.00%

Shares102

Event2026-06-30

Filed2026-07-14

JMST

J P MORGAN EXCHANGE TRADED F

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-14

TSM

TAIWAN SEMICONDUCTOR MANUFAC

0.00%

Shares210

Event2026-06-30

Filed2026-07-14

BROADCOM INC

0.00%

Shares261

Event2026-06-30

Filed2026-07-14

IUSG

ISHARES TR

0.00%

Shares515

Event2026-06-30

Filed2026-07-14

HEQT

SIMPLIFY EXCHANGE TRADED FUN

12.43%

Shares2.7K

Event2026-06-30

Filed2026-07-14

VTR

VENTAS INC

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-14

IJT

ISHARES TR

0.00%

Shares500

Event2026-06-30

Filed2026-07-14

SCHG

SCHWAB STRATEGIC TR

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-14

CROWDSTRIKE HLDGS INC

-5.41%

Shares105

Event2026-06-30

Filed2026-07-14

ITOT

ISHARES TR

0.00%

Shares480

Event2026-06-30

Filed2026-07-14

JQUA

J P MORGAN EXCHANGE TRADED F

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-14

EFA

ISHARES TR

0.00%

Shares728

Event2026-06-30

Filed2026-07-14

CGW

INVESCO EXCH TRADED FD TR II

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-14

IWD

ISHARES TR

0.00%

Shares286

Event2026-06-30

Filed2026-07-14

EMXF

ISHARES TR

-39.35%

Shares1.2K

Event2026-06-30

Filed2026-07-14

J P MORGAN EXCHANGE TRADED F

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-14

SPYV

SPDR SERIES TRUST

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-14

WMT

WALMART INC

-4.24%

Shares519

Event2026-06-30

Filed2026-07-14

PHM

PULTE GROUP INC

0.00%

Shares426

Event2026-06-30

Filed2026-07-14

RBA

RB GLOBAL INC

0.00%

Shares497

Event2026-06-30

Filed2026-07-14

IBTG

ISHARES TR

New

Shares2.5K

Event2026-06-30

Filed2026-07-14

IBTH

ISHARES TR

New

Shares2.5K

Event2026-06-30

Filed2026-07-14

IBTI

ISHARES TR

New

Shares2.5K

Event2026-06-30

Filed2026-07-14

IBTJ

ISHARES TR

New

Shares2.6K

Event2026-06-30

Filed2026-07-14

YORW

YORK WTR CO

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-14

TJX

TJX COS INC NEW

0.00%

Shares352

Event2026-06-30

Filed2026-07-14

KRE

SPDR SERIES TRUST

0.00%

Shares700

Event2026-06-30

Filed2026-07-14

VTEB

VANGUARD MUN BD FDS

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-14

TOYOTA MOTOR CORP

0.00%

Shares280

Event2026-06-30

Filed2026-07-14

SPDW

SPDR INDEX SHS FDS

0.00%

Shares850

Event2026-06-30

Filed2026-07-14

VIG

VANGUARD SPECIALIZED FUNDS

0.00%

Shares175

Event2026-06-30

Filed2026-07-14

MINT

PIMCO ETF TR

0.99%

Shares410

Event2026-06-30

Filed2026-07-14

TDG

TRANSDIGM GROUP INC

-18.42%

Shares31

Event2026-06-30

Filed2026-07-14

GEV

GE VERNOVA INC

0.00%

Shares35

Event2026-06-30

Filed2026-07-14

BLK

BLACKROCK INC

0.00%

Shares41

Event2026-06-30

Filed2026-07-14

SHW

SHERWIN WILLIAMS CO

-14.04%

Shares98

Event2026-06-30

Filed2026-07-14

DLN

WISDOMTREE TR

0.00%

Shares348

Event2026-06-30

Filed2026-07-14

TQQQ

PROSHARES TR

0.00%

Shares376

Event2026-06-30

Filed2026-07-14

ISTB

ISHARES TR

0.00%

Shares619

Event2026-06-30

Filed2026-07-14

DEM

WISDOMTREE TR

0.00%

Shares555

Event2026-06-30

Filed2026-07-14

VBR

VANGUARD INDEX FDS

0.00%

Shares120

Event2026-06-30

Filed2026-07-14

RWT

REDWOOD TRUST INC

0.00%

Shares6.0K

Event2026-06-30

Filed2026-07-14

SDY

SPDR SERIES TRUST

0.00%

Shares182

Event2026-06-30

Filed2026-07-14

TCBK

TRICO BANCSHARES

0.00%

Shares511

Event2026-06-30

Filed2026-07-14

UNP

UNION PAC CORP

0.00%

Shares100

Event2026-06-30

Filed2026-07-14

JNJ

JOHNSON & JOHNSON

0.00%

Shares107

Event2026-06-30

Filed2026-07-14

SUB

ISHARES TR

0.00%

Shares250

Event2026-06-30

Filed2026-07-14

LLY

ELI LILLY & CO

0.00%

Shares22

Event2026-06-30

Filed2026-07-14

SYK

STRYKER CORPORATION

0.00%

Shares81

Event2026-06-30

Filed2026-07-14

IBTL

ISHARES TR

New

Shares1.2K

Event2026-06-30

Filed2026-07-14

VNQ

VANGUARD INDEX FDS

0.00%

Shares254

Event2026-06-30

Filed2026-07-14

HOME DEPOT INC

-18.07%

Shares68

Event2026-06-30

Filed2026-07-14

EOG

EOG RES INC

0.00%

Shares182

Event2026-06-30

Filed2026-07-14

JACOBS SOLUTIONS INC

0.00%

Shares187

Event2026-06-30

Filed2026-07-14

ESGD

ISHARES TR

0.00%

Shares222

Event2026-06-30

Filed2026-07-14

IBTK

ISHARES TR

New

Shares1.1K

Event2026-06-30

Filed2026-07-14

WASTE MGMT INC DEL

0.00%

Shares100

Event2026-06-30

Filed2026-07-14

EEM

ISHARES TR

-6.65%

Shares309

Event2026-06-30

Filed2026-07-14

ETN

EATON CORP PLC

0.00%

Shares49

Event2026-06-30

Filed2026-07-14

SPEM

SPDR INDEX SHS FDS

0.00%

Shares372

Event2026-06-30

Filed2026-07-14

BSV

VANGUARD BD INDEX FDS

60.00%

Shares240

Event2026-06-30

Filed2026-07-14

BBCA

J P MORGAN EXCHANGE TRADED F

0.00%

Shares166

Event2026-06-30

Filed2026-07-14

ISHARES TR

0.00%

Shares22

Event2026-06-30

Filed2026-07-14

EXXON MOBIL CORP

0.00%

Shares119

Event2026-06-30

Filed2026-07-14

IWO

ISHARES TR

0.00%

Shares38

Event2026-06-30

Filed2026-07-14

GOOG

ALPHABET INC

0.00%

Shares40

Event2026-06-30

Filed2026-07-14

AVUV

AMERICAN CENTY ETF TR

0.00%

Shares111

Event2026-06-30

Filed2026-07-14

IJH

ISHARES TR

0.00%

Shares175

Event2026-06-30

Filed2026-07-14

HOLA

J P MORGAN EXCHANGE TRADED F

0.00%

Shares226

Event2026-06-30

Filed2026-07-14

SPGM

SPDR INDEX SHS FDS

-21.86%

Shares143

Event2026-06-30

Filed2026-07-14

CVX

CHEVRON CORPORATION

0.00%

Shares68

Event2026-06-30

Filed2026-07-14

HONEYWELL AEROSPACE INC

New

Shares49

Event2026-06-30

Filed2026-07-14

RTX CORPORATION

0.00%

Shares47

Event2026-06-30

Filed2026-07-14

AMT

AMERICAN TOWER CORP

0.00%

Shares47

Event2026-06-30

Filed2026-07-14

PINS

PINTEREST INC

0.00%

Shares280

Event2026-06-30

Filed2026-07-14

IWN

ISHARES TR

0.00%

Shares22

Event2026-06-30

Filed2026-07-14

MGK

VANGUARD WORLD FD

400.00%

Shares50

Event2026-06-30

Filed2026-07-14

RWO

SPDR INDEX SHS FDS

0.00%

Shares81

Event2026-06-30

Filed2026-07-14

PLD

PROLOGIS INC.

0.00%

Shares26

Event2026-06-30

Filed2026-07-14

DFAW

DIMENSIONAL ETF TRUST

5.13%

Shares41

Event2026-06-30

Filed2026-07-14

SOLS

SOLSTICE ADVANCED MATLS INC

0.00%

Shares24

Event2026-06-30

Filed2026-07-14

UPRO

PROSHARES TR

0.00%

Shares10

Event2026-06-30

Filed2026-07-14

MUB

ISHARES TR

0.00%

Shares13

Event2026-06-30

Filed2026-07-14

IEMG

ISHARES INC

0.00%

Shares12

Event2026-06-30

Filed2026-07-14

VOE

VANGUARD INDEX FDS

0.00%

Shares5

Event2026-06-30

Filed2026-07-14

TFI

SPDR SERIES TRUST

0.00%

Shares21

Event2026-06-30

Filed2026-07-14

EMB

ISHARES TR

0.00%

Shares6

Event2026-06-30

Filed2026-07-14

IAGG

ISHARES TR

0.00%

Shares6

Event2026-06-30

Filed2026-07-14

ISHARES TR

0.00%

Shares3

Event2026-06-30

Filed2026-07-14

SPDR SERIES TRUST

0.00%

Shares3

Event2026-06-30

Filed2026-07-14

BNDX

VANGUARD CHARLOTTE FDS

0.00%

Shares4

Event2026-06-30

Filed2026-07-14

STIP

ISHARES TR

0.00%

Shares1

Event2026-06-30

Filed2026-07-14

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available